Key Points We don’t know what tax rates will look like in the future. If you’re worried about high taxes in retirement, ...

“Someone who starts saving 15 percent of their income by age 25 and keeps at it, will be in good shape decades from now,” ...

With careful planning it’s possible to make a $500,000 nest egg work. Here’s how. Set a retirement budget. If you use the ...

By Quentin Fottrell 'Both my parents lived to 98' Dear Quentin, I'm within a couple of months of an early retirement at 63. I watched the market tanking last month. I should turn ...

I am absolutely terrible at managing money. I need help, I need someone to lead me in the right direction and to tell me how on earth to do and how to get on top of this. It's driving me crazy. I've ...

The Federal Reserve on Wednesday decided yet again to stand pat on interest rates. Despite the Fed’s inaction, there are ...

The House Ways and Means Committee approved a plan to make distributions of up to $29,200 a year from an Individual ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

Retirement planning has evolved, and in 2025, more retirees than ever are turning to fixed index annuities, or FIAs, to ...

Americans’ confidence in their retirement finances is down seven percentage points from a year ago, according to a new report..